Client Services Associate

The Stewart Law Practice, PC; Alpharetta (GA); On-site; USD 40,000 - 60,000; Full time

Job summary

The Stewart Law Practice, PC is a boutique law firm in Alpharetta, GA, focusing on Estate Planning, Probate, and Elder Law. The Client Services Associate is a full-time, on-site role based in Alpharetta, GA.

You will be the primary contact for clients, manage calls and emails, and schedule consultations, signing, and funding appointments, while ensuring timely follow-up on inquiries. You will greet clients, maintain client records, coordinate with attorneys and staff, and assist with basic

Qualifications

• Strong oral and written customer service skills, with professionalism and client satisfaction.
• Experience in customer support and managing client inquiries, follow-ups, and issue resolution.
• Excellent communication skills, including clear verbal and written communication and active listening.
• Basic understanding of Finance, including comfort with discussing fees, billing, invoicing, and payment processing.
• Highly organized with strong attention to detail and the ability to manage multiple tasks in a fast-paced environment.
• Proficiency with common office software and the ability to learn legal practice management systems.
• Prior experience in a law firm, professional services, or client-facing office environment required.
• High school diploma required; associate or bachelor’s degree in a related field is a plus.

Responsibilities

• Greet clients and manage reception responsibilities to ensure a welcoming environment.
• Serve as primary contact for clients, handling incoming calls and emails promptly.
• Schedule consultations, signing, and funding appointments and ensure timely follow‑ups.
• Maintain client records and coordinate with attorneys and staff to support case progression.
• Prepare basic client communications and documentation and assist with billing inquiries.
• Support streamlined office processes to improve efficiency and client satisfaction.

Skills

Customer service

Communication

Organization

Multi-tasking

Learning legal software

Education

High school diploma; associate or bachelor’s degree preferred

Tools

Office software

Job description

Company Description The Stewart Law Practice, PC is a boutique law firm focused on Estate Planning, Probate, and Elder Law. We are a small boutique firm where team members work in a collaborative environment where innovation and professionalism are valued, and where client experience is a central priority.

Role Description The Client Services Associate is a full-time, on-site role based in Alpharetta, GA. This position is responsible for serving as a primary point of contact for clients, managing incoming calls and emails, scheduling consult, signing, and funding appointments, while ensuring timely follow-up on client inquiries. Day-to-day tasks include maintaining client records, coordinating with attorneys and staff to support case progression, preparing basic client communications and documentation, and assisting with billing inquiries or payment processing. The role also involves greeting clients, managing reception responsibilities, and helping streamline office processes to improve efficiency and client satisfaction. The Client Services Associate works closely with the legal team to support a smooth, professional, and organized client experience.

Qualifications

• Strong oral and written customer service skills, with a focus on professionalism, empathy, and client satisfaction.
• Experience in customer support and managing client inquiries, follow-ups, and issue resolution.
• Excellent Communication skills, including clear verbal and written communication and active listening.
• Basic understanding of Finance, including comfort with discussing fees, billing, invoicing, and payment processing.
• Highly organized with strong attention to detail and the ability to manage multiple tasks in a fast-paced environment.
• Proficiency with common office software and the ability to learn legal practice management systems.
• Prior experience in a law firm, professional services, or client-facing office environment required.
• High school diploma required; associate or bachelor’s degree in a related field is a plus.